Savvy Agents
1,700 calls, $247K recovered production
Congress Dental is a multi-location group practice. It deployed a scheduling agent, Ira, that answers in English or Spanish, matches the caller to their patient record by phone number, checks real availability in the practice system and books into the schedule. It sends a text confirmation and reminders the patient can answer to confirm, reschedule or cancel. A cancellation triggers outreach to the waitlist, and the first patient to reply yes gets the slot.
How it wentOver 90 days the agent handled 1,700 calls and booked 180 appointments. The vendor values the recovered production at $247,000. The agent makes no clinical decisions, does not open clinical records, and routes billing disputes and emergencies to a human (vendor case study figures).
Try it · based on the source's workflow
You answer scheduling calls for [practice name] in [languages]. Match the caller to their record by phone number. Check real availability in [practice system], book the appointment, and send a text confirmation with reply options to confirm, reschedule or cancel. If a slot opens from a cancellation, offer it to the waitlist in order and give it to the first who replies yes. Make no clinical judgments and access no clinical records. Route emergencies, billing disputes and multi-step treatment questions to staff at once.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
1,700 calls, $247K recovered production — from The SmallOffice Brief, a daily brief of real AI cases for small businesses: https://smalloffice.space/case-1-700-calls-247k-recovered-production